Squire Investment Management Company, LLC Dimensional ETF Tr Transaction History
Squire Investment Management Company, LLC
- $227 Billion
- Q4 2024
A detailed history of Squire Investment Management Company, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 83,968 shares of DFAX stock, worth $2.21 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
83,968
Previous 84,049
0.1%
Holding current value
$2.21 Million
Previous $2.27 Billion
8.05%
% of portfolio
0.92%
Previous 1.08%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
571Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$295 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$219 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$158 Million0.22% of portfolio